New in Caseware Cloud Engagements 2026-08

The 2026-08 release introduces enhancements to Caseware Cloud Engagements, including updates to template management for enterprise authors, enhancements to financial grouping structures and Cloud Connector and more.

Each feature in this release is marked with an availability badge. Use the legend below to understand what applies to you and whether any action is required.

Authoring features

Redesigned Manage Template page for enterprise authors

#enterpriseauthors

As an enterprise author, you now have a redesigned Manage Template page with a clearer, guided workflow and a modernized interface for managing templates. You can draft, preview, sign off on and publish templates while viewing the current version at each stage.

The redesigned page helps you:

• Follow a guided workflow from draft to publication

• Manage template versions and updates more easily

• View the current template version at each stage of the workflow

• Make minor-version updates with clearer steps and fewer errors

The redesigned page is currently available to enterprise authors. It will be available to firm authors in a future release.

Example of new manage template design:

To learn more about managing the template as an enterprise author, see Manage the enterprise template.

Template variants for enterprise authors

#enterpriseauthors

As an enterprise author, you can now create multiple template variants from a single master template.

You can use template variants when the master template contains minimal shared content and each variant requires substantially different content.

This feature helps you:

• Support multiple engagement types within one governed template model

• Maintain each variant independently, without manually synchronizing changes

• Let firms select the appropriate variant when they create an engagement

• Avoid complex visibility rules and occlusion logic

Availability

• This feature is available to enterprise authors in supported apps where it is enabled. There are no current plans to extend it to firm authors.

To learn more, see Manage the enterprise template.

Control bold formatting at the cell, row and column level in dynamic tables

#firmauthors #enterpriseauthors #endusers

You can now apply or remove bold formatting on individual cells, rows and columns in a dynamic table. Previously, dynamic tables applied bold automatically to system-designated rows, such as Total, Subtotal and header rows. You couldn't change it. Now you can control how text appears in your financial statements to match your firm's formatting standards.

An example of the Edit dynamic table dialog with bold options for a cell and column:

To learn more about dynamic tables, see Add data in the financial statements tables.

Multilanguage support for assertion abbreviation labels

#enterpriseauthors #firmauthors #endusers

You can now add translated abbreviation labels to assertions in Product Settings | Assertions. This applies when your template has more than one content language configured. This allows assertion abbreviations to display in the correct content language wherever they appear.

The existing abbreviation field is unchanged and continues to drive calculations and formula references. A separate display column lets you author a translated label for each configured content language without affecting calculation logic.

As an author, you can author translated assertion abbreviation labels per language directly in Product Settings, consistent with how other multi-language fields work in Cloud Engagements.

Users can switch the active content language on an engagement, assertion abbreviation labels display in the correct language across wherever they appear. For example, these labels appear in checklists, the Risk assessment page or the control report.

Example of abbreviations in another language set from the Product Settings:

To learn more, see multi-language features, see Authoring content and deliverables in multiple languages.

Verity sidebar opens by default at the start of a new session

#enterpriseauthors #firmauthors #endusers

The Verity sidebar now opens by default at the start of a new session while preserving your open/closed preference across page refreshes within the session.

Use country code visibility conditions to control content by region

#firmauthors #enterpriseauthors

As a firm or enterprise author, you can now add a country code visibility condition to content elements in your templates. The system compares the country code in the condition with the Cloud entity's country code, then shows or hides the content accordingly. Users see only the content relevant to the country of their engagement without any manual configuration.

An example of selecting a country code visibility condition from an element in the Documents page:

To learn more about visibility conditions, see Visibility conditions and examples.

Additional document subfolder levels on the Documents page

#firmauthors #enterpriseauthors #endusers

You can now create subfolders on the Documents page, supporting a folder hierarchy up to 10 levels deep. Previously, folder hierarchies were limited to two levels beneath a phase. Engagements with complex, hierarchical document structures no longer need to flatten their organization into this limitation.

This feature lets you:

Authors

• Move folders and documents to any valid destination at any depth using the Move dialog, with validation that prevents invalid or circular moves.

Users

• Navigate deeply nested folders using the navigation path, which tracks your scroll position and lets you jump to any level in the path.

• Find documents faster using navigation panel and search, which now reflect the full folder depth.

To learn more about the Documents page, see Customize the Documents page.

End-user features

Rounding differences appear in all grouping structures

#enterpriseauthors #firmauthors #endusers

Rounding differences now appear in financial statements for every grouping structure enabled in your engagement. This includes additional grouping structures added by other user-levels. Your totals scale correctly and you see the same rounding difference values in every grouping structure.

To learn more about rounding differences in financial statements, see Rounding differences in financial statements.

See the consolidated total of all entities in a new CY Consolidated Total column

#endusers #enterpriseauthors #firmauthors

The consolidated total of all entities is now shown in a new CY Consolidated Total column in the Data page, under Financial Groups. The existing subtotaling column is renamed to CY Consolidated Subtotal. The CY Consolidated Total column is included in the Download Reference Copy.

To learn more about consolidated engagements on the Data page, see View data for consolidated engagements in the Data page.

Use the full trial balance for the out-of-balance check

#enterpriseauthors #firmauthors

You can now use a new setting on the Data page of Product Settings that changes how the out-of-balance check is calculated. From the Data page, you can turn on Use full trial balance for out-of-balance check to include both Balance Sheet and Income Statement groupings in the check. This prevents an out-of-balance message when current-year net income has not been closed to equity but the full trial balance is in balance.

The setting is off by default.

An example of the Use the full trial balance for the out-of-balance check:

The Out of balance message in the Financial Groups window:

To learn more about financial group structures, see Financial grouping structures overview.

Apply an area or cycle to multiple checklists

#endusers

You can now link a single area or cycle to multiple checklists in the checklist settings. Previously, only one checklist could be assigned per area or cycle. With this change, when multiple checklists are linked to the same area or cycle, clicking the analysis link in the Risk Assessment page opens each checklist in its own new tab.

This gives you more flexibility in how you organize and access checklists within an engagement, reducing the need to restructure your area and cycle assignments to accommodate multiple checklists.

To learn more about areas and cycles, see Assign financial groups to areas and cycles.

Use interim tax and budget balances in Cloud Connector

#firmauthors #enterpriseauthors

You can now use interim-period tax and budget balances in Cloud Connector for non-annual reporting periods. When you select a non-annual reporting period in the right pane, the generated CWI.ACCOUNTBALANCE and CWI.GROUPBALANCE formulas return year-to-date (YTD) values for the selected period. For the current year or prior year 1, selecting Current period basis (or using movement=TRUE) returns the balance for the selected period only instead of YTD values.

The following balance types are now supported for non-annual reporting periods:

• Tax Final (including Federal, State, and Local adjustments)

• Initial Budget

• Revised Budget

To learn more about Cloud Connector, see Insert data using the right pane and List of Cloud Connector functions.

Resolved issues

A brief description of resolved issues in this release:

• On the Adjustments page, eliminating adjustments applied to groupings show the wrong entity name. Adjustments applied to accounts aren't affected.

• The visibility settings export includes risk assessment rows with no Document Name. Without it, you can't identify the related audit area or cycle.

• The lockdown icons don't appear in the engagement properties menu when scheduled lockdown isn't enabled. The icons are missing even when the engagement is locked or temporarily unlocked.

• The import progress message closes before all financial grouping data is saved. If the save times out, the import reports success even though some data isn't saved.

• Users without the Remove signoffs permission can delete signoff roles and schemes, and remove roles from schemes. These actions can remove existing signoffs.

• Turning off the annotation indicator in the Adjustments dialog doesn't hide annotations on detail lines. It hides annotations only at the adjustment level.

• The File History Viewer doesn't show an automatic lockdown until the next log in or up to a full day. The scheduled lockdown date and the file history lockdown date can differ as a result.

• Reverting a workpaper to its placeholder in OnPoint engagements fails with an Unable to save error. A failure while reverting visibility settings blocks the whole revert.

• When signoffs sync from Central Planning, the signoff popover doesn't show the signer details. It also shows an incomplete signoff date.

• Opening the Cell Reference tab takes about 15 seconds every time, making the configuration experience slow and unresponsive. This happens when you edit a dynamic table in IFRS Financial Statements and use Data Link | Cell Reference to link a cell to another location within the financial statements. Only cell references within the financial statements (AFS) are affected; linking to the Trial Balance is not impacted.

• When a language other than English is selected, analytic test parameter values, exports and some interface text do not display in that language.